See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,726 | $135,635-22.1% | $110,238-4.1% | $135,375-21.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.59% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,859 | $4,906-41.7% | $3,826-25.3% | $4,779-40.2% |
| Participant deferral / active EE | $6,742 | $5,506+22.4% | $4,672+44.3% | $5,609+20.2% |
| Admin fee / account holder | $13,184 | $11,457+15.1% | $8,547+54.2% | $10,827+21.8% |